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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Regis Management CO LLC INSTITUTION : Regis Management CO LLC
Regis Management CO LLC Buys/Sells In Portfolio (reported on 2020-04-28)
Company Ticker Current
Holdings
Previous
Holdings
Sells/Buys % of change
FLEXSHARES GLOBAL UPSTREAM NAT RES INX FD  &nGUNR42,3350
New Buy
New Buy
ELECTRONIC ARTS    (COM)ERTS44,0100
New Buy
New Buy
LEVI STRAUSS & CO.    (COM)335,9205,000
Added330,920
6618.40%
VANGUARD MUNI BND TAX EXEMPT ETF    191,0684,309
Added186,759
4334.16%
POWERSHARE CA AMT FRE MUNI BND ETF   &nb129,00012,450
Added116,550
936.14%
FORTY SEVEN INC.    (COM)220,00091,236
Added128,764
141.13%
ISHARES CORE MSCI EAFE ETF    (COM)IEFA756,573323,204
Added433,369
134.08%
ISHARES MSCI EMERGING MKT INDEX ETF   &nEEM24,90914,889
Added10,020
67.29%
SCHWAB US BROAD MARKET ETF    (COM)SCHB105,15271,900
Added33,252
46.24%
S&P 500 SPDR ETF    (COM)SPY10,6618,418
Added2,243
26.64%
ISHARES CORE MSCI EMERGING MARKETS ETF   IEMG206,137196,789
Added9,348
4.75%
ISHARES DOW JONES U.S. REAL ESTATE ETF   IYR205,635197,043
Added8,592
4.36%
ISHARES BARCLAYS US AGGREGATE BOND ETF   AGG53,04051,174
Added1,866
3.64%
BERKSHIRE HATHAWAY (CLASS B)    (COBRK/B32,79433,081
Reduced287
0.86%
ISHARES COHEN AND STEERS REIT ETF   &nbsICF27,10527,608
Reduced503
1.82%
VANGUARD TOTAL BOND MARKET ETF    (BND31,00031,880
Reduced880
2.76%
ISHARES MSCI ALL COUNTRY WORLD INDEX ETF  &nbACWI152,805158,219
Reduced5,414
3.42%
ISHARES DOW JONES SELECT DIVIDEND ETF   DVY2,9563,156
Reduced200
6.33%
VANGUARD ENERGY ETF    (COM)VDE145,962158,282
Reduced12,320
7.78%
VANGUARD FTSE DEVELOPED MARKETS ETF   &nVEA1,494,1101,659,770
Reduced165,660
9.98%
VANGUARD INTERM-TM CORP BD IDX ETF   &nbVCIT34,20039,836
Reduced5,636
14.14%
VANGUARD TOTAL STOCK MARKET ETF    VTI733,188905,507
Reduced172,319
19.03%
GUIDEWIRE SOFTWARE, INC    (COM)GWRE39,03050,517
Reduced11,487
22.73%
VANGUARD FTSE EMERGING MARKETS ETF   &nbVWO1,005,1311,403,690
Reduced398,559
28.39%
NETFLIX    (COM)NFLX21,86131,354
Reduced9,493
30.27%
ISHARES GLOBAL INFRASTRUCTURE ETF   &nbsIGF28,51044,115
Reduced15,605
35.37%
R1 RCM INC.    (COM)91,236147,500
Reduced56,264
38.14%
ALARM.COM HOLDINGS INC.    (COM)129,299220,377
Reduced91,078
41.32%
PIMCO TOTAL RETURN ETF    (COM)BOND153,579271,555
Reduced117,976
43.44%
VANGUARD REIT ETF    (COM)VNQ272,005510,358
Reduced238,353
46.70%
ISHARES MSCI EAFE INDEX ETF    (COMEFA334,860643,322
Reduced308,462
47.94%
SI-BONE, INC.    (COM)65,195129,000
Reduced63,805
49.46%
ENERGY SELECT SECTOR SPDR FUND    (XLE145,295291,495
Reduced146,200
50.15%
ISHARES NATIONAL AMT-FREE MUNI BOND ETF  &nbsMUB19,87158,772
Reduced38,901
66.18%
SLACK TECHNOLOGIES, INC.    (COM)73,975335,920
Reduced261,945
77.97%
SPOTIFY TECHNOLOGY SA    (COM)34,238220,000
Reduced185,762
84.43%
PENUMBRA, INC    (COM)5,00034,238
Reduced29,238
85.39%
VANGUARD INTL EQUITY INDEX FND TOTAL WORLD  &3,47065,195
Reduced61,725
94.67%
WILLIAMS-SONOMA, INC    (COM)WSM03,058
Sold Out
Sold Out
GENPACT LIMITED    (COM)G04,836
Sold Out
Sold Out
MOTOROLA SOLUTIONS INC    (COM)MSI01,285
Sold Out
Sold Out
FLEXSHARES QUALITY DIVIDEND FUND    QDF057,831
Sold Out
Sold Out
FLEXSHARES INTL. QUALITY DIVIDEND INDEX FUND  IQDF036,975
Sold Out
Sold Out
FLEXSHARES IBOXX 3 YEAR TIPS INDEX FUND  &nbsTDTT076,341
Sold Out
Sold Out
COMMERCIAL METALS COMPANY    (COM)CMC0265,717
Sold Out
Sold Out
ISHARES RUSSELL 1000 GROWTH    (COMIWF01,265
Sold Out
Sold Out
ALARM.COM HOLDINGS INC.    (COM)0142,800
Sold Out
Sold Out
STATE STREET CORP    (COM)STT02,900
Sold Out
Sold Out
CHARLES SCHWAB US REIT ETF    (COM)SCHH09,254
Sold Out
Sold Out
OCCIDENTAL PETROLEUM CORP    (COM)OXY042,330
Sold Out
Sold Out
UDR INC    (COM)UDR04,683
Sold Out
Sold Out
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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